Chesley Taft & Associates LLC FLNC FLUENCE ENERGY INC

Ownership history in Chesley Taft & Associates LLC  ·  3 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported FLUENCE ENERGY INC (FLNC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows FLNC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in FLUENCE ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLNC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chesley Taft & Associates LLC held FLNC — position size vs. price
% of Fund (quarterly)    FLNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,261 +1,123 +7.0% 0.01% $238K 2026-04-13 $13.65
2025 Q4 ADDED 16,138 +5,952 +58.4% 0.01% $319K 2026-01-14 $22.65
2025 Q3 INITIATED 10,186 0.00% $110K 2025-10-08 $14.96

FAQ About Chesley Taft & Associates LLC and FLNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning FLNC?

Chesley Taft & Associates LLC reported FLNC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FLNC position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for FLNC was 0.01% in 2025 Q4.

What is the latest reported FLNC position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 17,261 shares, equal to 0.01% of portfolio, with an estimated market value of $238K.

What does the chart on this FLNC ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly FLNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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